See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,456 | $82,664-87.4% | $125,339-91.7% | $68,494-84.7% |
| Participation rate | 36.8% | 75.0%-38.2pp | 82.4%-45.5pp | 67.9%-31.0pp |
| Annual return | -32.11% | -5.97%-26.1pp | 572.05%-604.2pp | -7.84%-24.3pp |
| Employer contribution / active EE | $1,372 | $3,381-59.4% | $4,814-71.5% | $2,596-47.1% |
| Participant deferral / active EE | $1,868 | $6,110-69.4% | $7,446-74.9% | $4,027-53.6% |
| Admin fee / account holder | $391 | $6,275-93.8% | $10,010-96.1% | $5,403-92.8% |